Coston McIsaac & Partners’s Unum UNM Stock Holding History

Coston McIsaac & Partners’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Hold	224	–	–	﹤0.01%	507
2025 Q4	$17K	Hold	224	–	–	﹤0.01%	492
2025 Q3	$17K	Hold	224	–	–	﹤0.01%	475
2025 Q2	$18K	Hold	224	–	–	﹤0.01%	446
2025 Q1	$18K	Hold	224	–	–	0.01%	410
2024 Q4	$16K	Hold	224	–	–	﹤0.01%	427
2024 Q3	$13	Hold	224	–	–	﹤0.01%	458
2024 Q2	$11K	Hold	224	–	–	﹤0.01%	458
2024 Q1	$12K	Hold	224	–	–	﹤0.01%	456
2023 Q4	$10K	Hold	224	–	–	﹤0.01%	476
2023 Q3	$11K	Hold	224	–	–	﹤0.01%	461
2023 Q2	$10K	Sell	224 -41	-15%	-$1.79K	﹤0.01%	508
2023 Q1	$10K	Buy	265 +95	+56%	+$3.92K	﹤0.01%	494
2022 Q4	$6	Sell	170 -57	-25%	-$2.39K	﹤0.01%	573
2022 Q3	$8K	Hold	227	–	–	﹤0.01%	451
2022 Q2	$8K	Buy	+227	New	+$7.68K	﹤0.01%	303

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coston McIsaac & Partners's UNM Position: Q1 2026 in Review

Coston McIsaac & Partners held its Unum (UNM) position steady in Q1 2026 at 224 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Coston McIsaac & Partners first reported a position in UNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $18K in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Coston McIsaac & Partners held 224 shares of Unum worth $16K as of Q1 2026.
Coston McIsaac & Partners left its Unum share count unchanged in Q1 2026.
Unum made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #507 holding.
Coston McIsaac & Partners first reported a position in Unum in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's Unum position peaked at $18K in Q2 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.